See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,054 | $124,281-77.4% | $109,143-74.3% | $167,490-83.3% |
| Participation rate | 58.3% | 79.4%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 34.11% | 26.04%+8.1pp | 25.75%+8.4pp | 478.56%-444.4pp |
| Employer contribution / active EE | $1,009 | $4,207-76.0% | $3,722-72.9% | $4,837-79.2% |
| Participant deferral / active EE | $2,315 | $5,255-55.9% | $4,653-50.2% | $6,341-63.5% |
| Admin fee / account holder | $42 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |